How can I see the maximum Roth IRA contribution worksheet?

Forum|Forum|4 years ago
February 21, 2022
3 replies
48 views

I entered the maximum and TurboTax did not complain that I have exceeded it. However, I think I have based on MAGI rules. There is a worksheet that TT uses somewhere but I can't find it. It is listed in the forms that I can delete under "tools" but I cannot view it, only delete it.

TurboTax Premier Online

Best answer by JulieS

The Forms view is only in the TurboTax Desktop product. You must be using the Online product if you don't see the Forms icon in the upper right corner.

In TurboTax Online if you have paid, you can generate a PDF of your tax return from the Print Center:

Click on Tax Tools at the bottom of the left side menu.
Select Print Center below that.
Click on Print, save or preview this year's return.
You will be prompted to pay, if you haven't yet.
Select the option to include Government and TurboTax worksheets.
A PDF will be generated, which you can save or print for review.

MichelleLO

Level 15

Once you pay your TurboTax fee, you will be able to view the worksheet.

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yankoAuthor

Level 3

This is not true. I had already paid when I posted the question. I know that the work sheet exists, because I can delete it by going to "tax tools -> tools -> delete forms". However you cannot view the forms before deleting them and there is no "forms" view to see individual forms like there was in previous years.

JulieSAnswer

Level 15

The Forms view is only in the TurboTax Desktop product. You must be using the Online product if you don't see the Forms icon in the upper right corner.

In TurboTax Online if you have paid, you can generate a PDF of your tax return from the Print Center: